Is it possible to run a Configurator which adds a subset of operations and materials, then go back and rerun Configurator and update changes to existing operations, remove operations that are no longer needed and add new operations that are required for the updated configuration?
It appears that Configurator can only run once after running Get Details. Any attempt to run Configurator after the first run, will not update values in the existing operations nor add new operations. I have found ways to update and delete existing operations by querying the database directly via Configurator Rules. I am still working on adding new operations when rerunning.
I just want to be sure that I am going in the right direction and that I am not missing something.
Are you talking about changing the configuration of a configured part (like selecting Red paint instead of Blue) - without any changes to the definition of the configurator?
Or are you asking about changing the definition of the configurator in between the initial configuration and then re-configuring the part after the cinfgurator changed?
Run Configurator (which contains an option for Painting and color choice) - Customer doesnāt want paint
Run Get Details (which has a KeepWhen rule for Painting) - the Painting operation is NOT kept in the MOM
Customer calls back and requests blue paint, i.e. Add Paint Operation with color blue to the part
Run Configurator again - choosing the Paint option and color.
Remove Details - using right-click context menu on the Quote Details tree/menu.
Run GetDetails again - the painting operation is KEPT in the MOM.
You must do #7 in order to āresetā the MOM and to re-apply all of the configurator rules properly in case there are related dependencies on the Paint operation or color choice.
@MikeGross - Where exactly to right click? The only thing that looks close to a āRemove Detailsā is āDeleteā or āDelete Allā which only show when right clicking the ASM level of the tree.
This is the magic I was looking for. All this came about because I didnāt want reps to have to manually remove all operations and materials one at a time. Thank you.
If the reconfiguration on the Order Entry changes the Part Number, then you need to unlink the previous job and then delete it. As it makes a different part than you need (both the MOM definition, and the end Part Number).
If the job has already started, probably best to do the updates manually in Job Entry.
Thanks for feedback Calvin and Mike. What about if you are creating a new part in part master when you configure? I can understand how to work with jobā¦ but what about the method? How do you get that reconfigured?
If youāve not done anything with it, Just delete the Part and its BOM, and let the configurator start from scratch.
Thereās a āCreate Revisionā option on the Configurator Entry form. But I think that would only work if the generated Part Number remained the same
We wouldnāt have a job yet. Just a configured part number on sales order that needs reconfiguring. Our job would be cut after engrg review of configuration.
So your Configurator creates a new Part record. Does it also Generate the Method at that time?
Iād guess no.
During Order Entry, we create the part but not the Method. We have to have the part (and it has to be Qty Bearing), so we can do a plant transfer (which only works from STK to PLT). If the reconfiguration makes a new P/N, then so be it. That old one is just orphaned. We could delete it if we wanted to.
We would like the configurator to generate a method I think. This is what Iām testing out now. How do you make your job if you donāt have a method? Get details from quote?
If you use the Job Manager to create the Job, it links the Job to the order (and line). The using Get Details in Job Manger, it uses the configuration from the sales order. Here the steps and what happens.
In order entry, Part SPL-FGR-CFG (a configurator) is entered on a line.
That part is then configured. Our Cfgrtr creates a Part entry but no method. After configurator closes the Orde Line now shows the configured P/N (Ex: SPLF-B0524-CH010-010K)
Job manager is launched (from within order Entry, Actions -> Order Line-> Job Manager).
In Job Manager, the Create Job button in the Demand area is clicked and a job is created (we use the Order-Line-Rel format). The job will automatically have the demand links for Make to Order qty. The job will NOT be marked Engineered.
Still in Job Manager, you can select Get Details for the job, (the job will appear in the Supply area list) and the jobs method is populated. Job is still not engineered.
